Whitestone REIT shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Whitestone REIT
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Quarterly reported holdings in Whitestone REIT by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 174k | 12.55 |
| 2023-12-31 | $2.1M | 171k | 12.29 |
| 2023-09-30 | $1.5M | 157k | 9.63 |
| 2023-06-30 | $1.4M | 147k | 9.70 |
| 2023-03-31 | $1.3M | 136k | 9.20 |
| 2022-12-31 | $1.3M | 130k | 9.64 |
| 2022-09-30 | $2.9M | 338k | 8.46 |
| 2022-06-30 | $3.6M | 332k | 10.75 |
| 2022-03-31 | $2.9M | 218k | 13.25 |
| 2021-12-31 | $2.2M | 219k | 10.14 |
| 2021-09-30 | $3.5M | 354k | 9.78 |
| 2021-06-30 | $5.2M | 624k | 8.25 |
| 2021-03-31 | $4.7M | 488k | 9.70 |
| 2020-12-31 | $3.3M | 410k | 7.97 |
| 2020-09-30 | $1.6M | 263k | 6.00 |
| 2020-06-30 | $2.0M | 272k | 7.27 |
| 2020-03-31 | $1.5M | 250k | 6.20 |
| 2019-12-31 | $3.4M | 248k | 13.62 |
| 2019-09-30 | $3.2M | 236k | 13.76 |
| 2019-06-30 | $2.9M | 225k | 12.69 |
| 2019-03-31 | $2.6M | 220k | 12.02 |
| 2018-12-31 | $2.6M | 212k | 12.26 |
| 2018-09-30 | $2.9M | 212k | 13.88 |
| 2018-06-30 | $2.4M | 194k | 12.48 |
| 2018-03-31 | $1.9M | 180k | 10.39 |
| 2017-12-31 | $2.5M | 175k | 14.41 |
| 2017-09-30 | $1.9M | 143k | 13.06 |
| 2017-06-30 | $2.5M | 207k | 12.25 |
| 2017-03-31 | $3.0M | 216k | 13.84 |
| 2016-12-31 | $3.0M | 211k | 14.38 |
| 2016-09-30 | $2.8M | 199k | 13.88 |
| 2016-06-30 | $1.3M | 85k | 15.08 |
| 2016-03-31 | $1.1M | 84k | 12.58 |
| 2015-12-31 | $989k | 82k | 12.02 |
| 2015-09-30 | $923k | 80k | 11.53 |
| 2015-06-30 | $837k | 64k | 13.03 |
| 2015-03-31 | $1.3M | 80k | 15.89 |
| 2014-12-31 | $818k | 54k | 15.12 |
| 2014-09-30 | $734k | 53k | 13.96 |
| 2014-06-30 | $766k | 51k | 14.91 |
| 2014-03-31 | $748k | 52k | 14.45 |
| 2013-12-31 | $673k | 50k | 13.38 |
| 2013-09-30 | $527k | 37k | 14.43 |
| 2013-06-30 | $584k | 37k | 15.65 |
| 2013-03-31 | $465k | 31k | 14.90 |
| 2012-12-31 | $270k | 19k | 14.06 |
| 2012-09-30 | $252k | 19k | 13.12 |
| 2012-06-30 | $194k | 14k | 13.96 |
| 2012-03-31 | $135k | 10k | 13.37 |
| 2011-12-31 | $121k | 10k | 11.98 |
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